See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,135 | $99,877-60.8% | $84,966-53.9% | $145,922-73.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.85% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,762 | $3,231-14.5% | $2,727+1.3% | $4,660-40.7% |
| Participant deferral / active EE | $1,218 | $5,291-77.0% | $4,519-73.1% | $6,688-81.8% |
| Admin fee / account holder | $35,283 | $7,248+386.8% | $6,149+473.8% | $13,397+163.4% |